ClearView Investment Partners provides wealth management services to small and medium businesses and private clients. Founder, Robert Sorge understands how complex and overwhelming the world of investing can be. That’s why ClearView will take a complete look at your financial picture, including both existing obligations and future goals, and develop plans that are right for you or your plan. Robert believes financial confidence can come from having a sound, lifetime financial plan built as a result of a collaborative effort between a client and an advisor. ClearView Investment Partners is a full-service advisory firm located in Florham Park, NJ. Through its partnership with LPL Financial, the nation’s largest independent broker/dealer*, the firm is enhanced with an expansive catalog of services and resources, including objective market research, compliance oversight, innovative technology and ongoing consulting and training. *As reported in Financial Planning magazine, 1996 — 2016, based on total revenues.
View Top Employees from ClearView Investment Partners, LLC NJWebsite | http://www.clearviewinvestmentpartners.com |
Revenue | $8 million |
Employees | 5 (4 on RocketReach) |
Founded | 2011 |
Address | 325 Columbia Turnpike Suite 106, Florham Park, New Jersey 07932, US |
Phone | (973) 845-2460 |
Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular ClearView Investment Partners, LLC NJ employee's phone or email?
The ClearView Investment Partners, LLC NJ annual revenue was $8 million in 2024.
4 people are employed at ClearView Investment Partners, LLC NJ.
ClearView Investment Partners, LLC NJ is based in Florham Park, New Jersey.
The NAICS codes for ClearView Investment Partners, LLC NJ are [5239, 52, 52393, 523].
The SIC codes for ClearView Investment Partners, LLC NJ are [628, 62].